ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 189 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $17,204 | +26.8% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,566 | -20.2% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,009 | +30.7% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,014 | -52.3% | 850 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $27,302 | +1.1% | 850 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $26,996 | -7.7% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $29,249 | -4.5% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $30,626 | +15.6% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $26,486 | -25.7% | 850 | 0.0% | 0.00% | -25.0% |
| Q3 2018 | $35,666 | +0.0% | 850 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $35,649 | +13.4% | 850 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $31,425 | -6.8% | 850 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $33,703 | +5.9% | 850 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $31,816 | – | 850 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Outlook Wealth Advisors, LLC | 297,249 | $11,331,000 | 4.64% |
| Dentgroup LLC | 84,624 | $3,226,000 | 3.59% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 300,000 | $11,436,000 | 3.09% |
| Williams Financial, LLC | 98,312 | $3,748,000 | 3.05% |
| AVAII WEALTH MANAGEMENT, LLC | 72,378 | $2,759,000 | 2.95% |
| Bernardo Wealth Planning LLC | 120,678 | $4,600,000 | 2.63% |
| Buttonwood Financial Group, LLC | 60,179 | $2,275,000 | 2.23% |
| SPC Financial, Inc. | 460,559 | $17,557,000 | 2.17% |
| EQ LLC | 64,473 | $2,458,000 | 1.94% |
| First Citizens Financial Corp | 44,630 | $1,701,000 | 1.50% |